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TJ

Tristan L. Jacobi

CWM ADVISORY
Ocean Pines, MD 21811
Some features on this profile are disabled
CRD#: 7027883
TJ

Professional summary

Tristan L Jacobi, CFP® is a registered financial advisor currently at CWM ADVISORY, LLC located in Ocean Pines, Maryland.

Tristan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tristan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tristan L Jacobi's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

April 29, 2019 - Present

CWM ADVISORY, LLC

Office #1: 11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811
RIA
CRD#: 299923
Ocean Pines, MD
Past

October 2, 2018 - May 8, 2019

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
OCEAN PINES, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(5/6/2019)
IAR
Maryland
(4/29/2019)
IAR
Pennsylvania
(5/16/2019)
IAR
Texas
(9/29/2021)
IAR
Virginia
(9/21/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2018
Uniform Investment Adviser Law Examination

Current Firm

CA
CWM ADVISORY, LLC
CWM ADVISORY, LLC

CRD#: 299923 / SEC#: 801-135493

Delaware
Registered Investment Advisory firm - (5/6/2019 Approved)
Maryland
Registered Investment Advisory firm - (4/29/2019 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/13/2019 Approved)
Texas
Registered Investment Advisory firm - (1/2/2019 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (9/21/2021 Approved)
PREMIUM
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Contact information

Main Address
11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811
Mailing Address
Phone number
(410) 208-1091
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- CWM ADVISORY, LLC (2/4/2026)

Regulatory assets under management

Total Number of Accounts559
AUM (Assets Under Management)$ 100,973,620

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CWM ADVISORY, LLC

CRD#: 299923Ocean Pines, MD 21811

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